Duitbooks
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Pay and spend

Record an expense

Enter bills that aren't for stock, like rent, utilities or services, so they count in your P&L.

Before you start: Add the supplier. Have the bill or receipt ready to attach.

Steps

  1. 1Go to Expense › Pending Review and click Create.
  2. 2Pick the Supplier and set the Date.
  3. 3Pick the Expense Type, e.g. rent or utilities.
  4. 4Pick the Branch and enter the supplier's bill number as the Reference No.
  5. 5Under E-Invoice, pick Submitted E-Invoice if the supplier issued one and paste the Supplier e-Invoice UUID. Pick a self-billed type if you issue it for them.
  6. 6Under Items, describe each charge, pick a Classification and enter the quantity, unit price and tax.
  7. 7Attach the bill, set the status to Completed, then click Create Expense.
Create Expense form: Expense Type field and the Items table with Description, Classification, Tax and Amount
Steps 3 and 6 on the expense form.

Tip: Expense types come from Expense › Expense Accounts. Add your own there, e.g. one for each kind of bill you pay often.

FAQ

What does a completed expense do?

Pending expenses count toward what you owe the supplier. Completed ones also show in your P&L, payments and e-invoicing.

Expense or purchase: which do I use?

Use an expense for bills without products. Use a purchase when you buy products you track.

Can I record several charges on one bill?

Yes. Click Add another item for each charge.

Related

Record a purchaseEnter a supplier's invoice for stock or goods you bought. Scan it and Duitbooks fills in most of the form.Add a supplierSave a supplier once. Their details fill in on every purchase and expense you record.Add a bank or cash accountAdd each bank account and cash box you use. Every payment in and out goes through one of them.